Merchant guides
How to set up your account and take payments with the Portal: invoices, customers, scheduled payments, the point of sale and your connections.
Start here
Welcome
Finding your way around your account and who can see what.
Setting up your account
Sign in, add your business details, connect your gateway and take a first payment.
Users and sign-in security
Adding users, roles, passwords, two-factor codes and trusted browsers.
Taking payments
Invoices and the pay page
Create and send an invoice, how a customer pays, partial payments, voids and refunds.
Customers and saved payment methods
Your customers, account numbers, the customer page and saving a card or bank account.
Scheduled payments
Charge a saved payment method later or on a repeat, and ask a customer to approve a schedule.
Products, tax and locations
Your catalog, categories, tax rates, locations and invoice numbers.
Text messages
Texting customers a pay link or a receipt, consent and the rules.
Documents and e-signature
Send a document for signature and require a signed authorization.
In person
Point of sale
Ring up sales, take tips and cash, pay by QR code, shifts and reports.
The register site and cashiers
Cashiers, pairing a device and signing in with a PIN.